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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
726
Berkeley Capital Partners
Georgia
$574K +$2.2K +24 +0.4%
OL
727
Optas LLC
Texas
$572K +$2.84K +31 +0.5%
NHC
728
Nicholas Hoffman & Company
Georgia
$564K +$183 +2 +0%
SF
729
Symphony Financial
Texas
$564K +$563K +6,152 New
FA
730
FCG Advisors
New Jersey
$563K +$1.92K +21 +0.3%
NGA
731
Naples Global Advisors
Florida
$555K – – –
FIM
732
Fruth Investment Management
Texas
$549K – – –
MYIA
733
Mount Yale Investment Advisors
Colorado
$547K -$50.6K -553 -8%
GT
734
Greenleaf Trust
Michigan
$547K -$18.3K -200 -3%
LS
735
Livforsakringsbolaget Skandia
Sweden
$547K – – –
TMAM
736
Tokio Marine Asset Management
Japan
$526K +$21.2K +232 +4%
QSS
737
Quantitative Systematic Strategies
Florida
$524K +$3.39K +37 +0.7%
BOH
738
Bank of Hawaii
Hawaii
$523K -$130K -1,420 -20%
AAS
739
Avantax Advisory Services
Texas
$513K -$17.9K -196 -3%
GCC
740
Guardian Capital (Canada)
Ontario, Canada
$513K +$512K +5,595 New
MWM
741
Mattern Wealth Management
Kansas
$513K +$513K +5,602 New
IEFM
742
IQ EQ Fund Management
Ireland
$505K -$128K -1,400 -20%
CCA
743
Checchi Capital Advisers
California
$505K -$22.2K -243 -4%
SRC
744
Shufro Rose & Co
New York
$504K – – –
ACA
745
Atlas Capital Advisors
Wyoming
$503K -$72.8K -795 -13%
PAI
746
Pittenger & Anderson Inc
Nebraska
$497K – – –
II
747
Inspire Investing
Idaho
$495K -$80.4K -878 -14%
EI
748
Ethic Inc
New York
$480K +$58.4K +638 +14%
CT
749
Caldwell Trust
Florida
$478K – – –
EWM
750
Executive Wealth Management
Michigan
$478K -$333K -3,633 -41%
28 29
30
31 32